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InvestGlass
Switzerland
Mar 2014 (11 Years)
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3.33
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Security Information
What are the differences in regulations for each
License
A Grade License
Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.
B Grade License
Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.
C Grade License
Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.
D Grade License
From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.
Company Information
Get to know InvestGlass
Company Information
Get to know InvestGlass
Presenter Profile: How they describe themselves: InvestGlass is a #1 Swiss-based CRM, PMS, Client Portal, Digital onboarding tools platform. Discover the Swiss CRM platform that gives you the freedom to create, design, manage and develop your digital presence exactly the way you want. How they describe their product/innovation: You need to keep up with ever-changing compliance regulations, but your bank is already stretched thin! It feels like you spend more time complying with regulations than actually serving clients. And if one of your team members leaves, it’s going to be a huge challenge to replace them. InvestGlass Automation and CRM will take care of all the compliance work for you so you can focus on what you’re good at – providing world-class investment advice. Plus, our Swiss cloud-based solution means there’s no hardware and no surrender to US or Chinese Cloud. Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms, Licensed
Industry
- Financial Other ServicePRIMARY
- Technology Software Development
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